Kawasaki Financial, LLC

Overview

Kawasaki Financial, LLC is a limited liability company focused on providing financial planning and portfolio management services. The firm caters primarily to individuals and small businesses, offering a range of advisory activities that include educational seminars and workshops. While it does not classify itself as a capital allocator or a pension consultant, it is engaged in managing assets for its clients through a fee structure that includes a percentage of assets under management and hourly charges. The firm does not actively pursue ESG investments and operates as a single-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices